80元租一天LABUBU，LABUBU租赁成新生意

Core Insights - The LABUBU craze has led to a surge in the rental market for LABUBU products, indicating a new business opportunity in the leasing sector [1][6] - The demand for LABUBU collectibles has skyrocketed, with significant increases in search volume and transaction volume on platforms like Xianyu [6] - Morgan Stanley projects substantial growth for the LABUBU brand, with sales expected to rise from 3 billion RMB in 2024 to 14 billion RMB by 2027 [7] Group 1: Rental Market Growth - LABUBU's popularity has resulted in a growing rental business, with sellers on Xianyu offering various LABUBU figures for rent at daily rates ranging from 30 to 80 RMB [1][6] - The rental model allows consumers to experience LABUBU products at a lower cost compared to purchasing, appealing to those preparing for events or social media content creation [6] Group 2: Market Demand and Trends - The search volume for LABUBU-related products on Xianyu increased tenfold in June compared to May, with rental transaction volume also doubling [6] - The LABUBU collectibles are in high demand both domestically and internationally, with consumers needing to actively monitor restock times on platforms like AliExpress and the official Pop Mart app [6] Group 3: Sales Projections - Morgan Stanley forecasts that the sales of the THE MONSTERS series, which includes LABUBU, will grow significantly, with overseas sales expected to increase by 152% year-on-year in 2025 [7] - The compound annual growth rate (CAGR) for LABUBU's overseas sales from 2025 to 2027 is projected at 42%, with international sales expected to account for 65% of total sales by 2027 [7]